Ethos Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Ethos Capital Management, Inc. held in its portfolio 55 assets valued at $106,155,898 (i.e. $106.16M).
The most valuable assets in the portfolio included: ISHARES TR ($11.13M), VANGUARD BD INDEX FDS ($8.56M), and ISHARES TR ($8.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ethos Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 108679 | 11127649 | 0-5 YR TIPS ETF |
| VANGUARD BD INDEX FDS | 109915 | 8560177 | INTERMED TERM |
| ISHARES TR | 184040 | 8134584 | CR 5 10 YR ETF |
| BROADCOM INC | 11298 | 3910376 | COM |
| NVIDIA CORPORATION | 19702 | 3674486 | COM |
| PALANTIR TECHNOLOGIES INC | 17464 | 3104226 | CL A |
| BANK MONTREAL MEDIUM | 37909 | 2579707 | NT LKD 38 |
| GOLDMAN SACHS GROUP INC | 2862 | 2515624 | COM |
| MICRON TECHNOLOGY INC | 7448 | 2125803 | COM |
| INVESCO EXCHANGE TRADED FD T | 32136 | 1905034 | S&P 500 TOP 50 |
| LISTED FD TR | 91422 | 1875763 | SHARES CORE BD |
| NETFLIX INC | 19610 | 1838634 | COM |
| ADVANCED MICRO DEVICES INC | 8516 | 1823787 | COM |
| ISHARES TR | 19907 | 1786915 | US FIXED INC BAL |
| VANGUARD WORLD FD | 4196 | 1732391 | MEGA GRWTH IND |
| VANGUARD WORLD FD | 2296 | 1730986 | INF TECH ETF |
| SPDR SER TR | 5861 | 1711954 | S&P1500MOMTILT |
| JPMORGAN CHASE & CO | 5164 | 1664104 | COM |
| ISHARES TR | 33890 | 1663297 | CMBS ETF |
| CITIGROUP INC | 14061 | 1640822 | COM NEW |
| CAPITAL GRP FIXED INCM ETF T | 70816 | 1603266 | CORE PLUS INCM |
| MICROSOFT CORP | 3242 | 1567662 | COM |
| FIDELITY COVINGTON TRUST | 21485 | 1552689 | VLU FACTOR ETF |
| TAPESTRY INC | 12090 | 1544783 | COM |
| EXXON MOBIL CORP | 12487 | 1502669 | COM |
| META PLATFORMS INC | 2273 | 1500146 | CL A |
| CISCO SYS INC | 19364 | 1491613 | COM |
| VISA INC | 4202 | 1473509 | COM CL A |
| SIREN ETF TR | 18806 | 1433545 | DIVCN LDRS ETF |
| ABBVIE INC | 6273 | 1433357 | COM |
| BORGWARNER INC | 31806 | 1433176 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2790 | 1402394 | CL B NEW |
| INTEL CORP | 37666 | 1389881 | COM |
| YUM BRANDS INC | 9070 | 1372219 | COM |
| CHEVRON CORP NEW | 8983 | 1369124 | COM |
| INTERCONTINENTAL EXCHANGE IN | 8399 | 1360270 | COM |
| CENTERPOINT ENERGY INC | 35372 | 1356171 | COM |
| ISHARES TR | 12776 | 1350295 | EXPANDED TECH |
| EXELON CORP | 30837 | 1344184 | COM |
| MASTERCARD INCORPORATED | 2352 | 1342924 | CL A |
| ETF SER SOLUTIONS | 19533 | 1289967 | VIDENT US EQUITY |
| AT&T INC | 51259 | 1273267 | COM |
| UBER TECHNOLOGIES INC | 14410 | 1177441 | COM |
| INVESCO EXCHANGE TRADED FD T | 11285 | 1155815 | S&P MDCP QUALITY |
| VISTRA CORP | 7061 | 1139115 | COM |
| HONEYWELL INTL INC | 5838 | 1138884 | COM |
| INVESCO EXCHANGE TRADED FD T | 24573 | 1118295 | S&P500 EQL TEC |
| J P MORGAN EXCHANGE TRADED F | 19014 | 1105088 | NASDAQ EQT PREM |
| APPLE INC | 2615 | 711050 | COM |
| ISHARES TR | 13024 | 606154 | CORE TOTAL USD |
| AMAZON COM INC | 2002 | 462102 | COM |
| AMPLIFY ETF TR | 7347 | 326960 | CWP ENHANCED DIV |
| JPMORGAN CHASE FINL CO LLC | 8449 | 252713 | CAL LKD 44 |
| ALPHABET INC | 782 | 244881 | CAP STK CL A |
| INVESCO QQQ TR | 365 | 223970 | UNIT SER 1 |
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